Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
Anthropic will be listed on Nasdaq next Thursday, with an issue price set between $70 and $78. Including the overallotment and a simultaneous private placement, it could raise nearly $100 billion, ranking as the second largest IPO globally, only behind SpaceX in June.
But the current market valuation is a bit cool. Calculated at the upper limit of the range, the outstanding shares amount to just over $1 trillion, while at the beginning of the year the market was still calling for $2 trillion, which means it has been cut in half.
Investment arms from Google, Microsoft, and TSMC are all coming in as cornerstone investors, making it look lively, but it might also be because they fear no one else will take it. The pricing will only be finalized next Wednesday, and whether the company is really worth that amount will be answered by the market on Thursday and Friday.
Hopefully, it will lift the overall market; I don’t want it to fall anymore 😭
-20.82
-34.77%Snapshot at Nov 12, 2026, 18:04
Two major shareholders of Nvidia jointly wrote a letter to the board today with one message: don't rush to decide on a successor, leave a way back for Jensen Huang. Altimeter and Atreides are both institutions heavily invested in it; the letter says interim CEO Chris can hold steady, and the board has plenty of time to get the facts straight.
#輝達衝擊千億美元季度營收紀錄
Jensen Huang stepped down last Thursday amid multiple allegations, and the stock price has fallen for six consecutive weeks, losing $1.84 trillion in market value. The petition for his reinstatement reportedly has over 100,000 signatures, including more than 5,000 current employees, and even Elon Musk has signed it. The real test comes after Tuesday's close, with analysts watching $109 billion in revenue; if that number doesn't hold, changing leadership might not help either.
-151.69
-50.57%Snapshot at Nov 15, 2026, 00:00
Every time there's a massive crash, it feels like crypto is going to be destroyed and go to zero~
This time should be the same pattern, with pitfalls everywhere, really tempted to impulsively buy the dip,
This time is comparable to the Children's Day crash this year, maybe even worse, since there are so many negative factors this time, damn it
Can't sleep~🪶
Really, the crypto crash leaves me speechless! shit~
-125.54
-48.25%Snapshot at Nov 15, 2026, 00:00
Apple opened at $360, hitting a historic high, with a market cap surpassing $5.23 trillion. The three major indices barely moved; it’s the only one holding strong. Meanwhile, Nvidia was still down over 60% from its October peak, clearly money is flowing towards Apple.
Apple didn’t release anything new, just raised trade-in prices again, now even accepting Samsung foldable screens. There’s not much growth in earnings; the rise is all valuation. A $5 trillion market cap moving like this feels a bit unreal.
Let’s see if it can close above $360 by the end of the session. If it holds, it’s stable; if not, it’s just a one-day hype.
$HYPE hype rise up, thump thump thump, charge ahead, king of contracts~
